Director, Advanced Planning

🔥 7 hours ago

🐊 Florida, North Carolina, +1 more states – Remote

🐊 Florida – Remote 🌲 North Carolina – Remote 🍑 Georgia – Remote

⏰ Full Time

🔴 Lead

👔 Director

👻 Ghost score 10%

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Fidelity Investments

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1946

💸 Finance

🤝 B2B

👥 B2C

💰 $2M Series unknown on 2024-03

Finance • B2B • B2C

Fidelity Investments is a U. S. -based, globally diversified financial services firm focused on helping individual and institutional customers achieve their financial objectives. The company is known for investment management (including mutual funds and asset management), retirement and wealth-management services, brokerage and trading platforms, and institutional client services. Fidelity operates consumer-facing products for retail investors as well as B2B services for employers, advisors, and institutions; the provided website text also highlights standard web privacy/cookie practices and cross-border usage restrictions.

📋 Description

• Lead Advanced Planning as an estate planning expert • Support Fidelity’s high net worth clients and their advisors • Provide comprehensive financial and estate planning support as part of a regionally aligned Advanced Planning team • Support the Vice President, Advanced Planning Market Lead with advisor training, regional business development and thought leadership • Meet virtually with clients and advisors across the region using video technology • Collaborate with the Advanced Planning team virtually and in-person • Travel between regional sites and investor centers, typically 5%–20% of the time • Provide a comprehensive financial planning experience tailored to each client’s financial goals and family dynamics

🎯 Requirements

• Bachelor’s Degree • 10–12 years overall work experience • 4 years of trusts and estate planning, income tax planning or succession planning work experience within a public accounting, law practice, or wealth management industry environment • FINRA Series 7 and 66 acquired within 90-days of employment • Estate Planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation knowledge required • Retirement, financial, investment, and insurance planning preferred • Effective at providing and receiving coaching and mentorship • Thrives in a team environment to provide an exceptional client planning experience • Communicates complex subjects clearly and effectively • Proven emotional intelligence to effectively bond with and communicate with clients and their advisors • Possesses a solution-oriented, client-first work ethic • Works independently, balances competing tasks, and prioritizes work to maintain efficiency • Maintains a positive professional demeanor, with a thoughtful approach to delivering successful customer outcomes • Fidelity will not provide immigration sponsorship for this position

🏖️ Benefits

• Remote work using video technology to meet virtually with clients and advisors • Collaboration virtually and in-person with the Advanced Planning team • Travel typically 5%–20% of time, depending on physical proximity to regional sites and investor centers • Coaching and mentorship opportunities • Advisor training and thought leadership opportunities

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